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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,414 | $86,701-85.7% | $73,309-83.1% | $125,388-90.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.14% | 2.78%-2.6pp | 5.67%-5.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,000 | $4,152-51.8% | $3,237-38.2% | $4,866-58.9% |
| Participant deferral / active EE | $266 | $5,549-95.2% | $4,991-94.7% | $5,352-95.0% |
| Admin fee / account holder | $1,881 | $7,768-75.8% | $5,635-66.6% | $9,541-80.3% |